$192.5M Total AUM
$192.5M Disc. AUM
-- 3Y CAGR
3 Employees
122 ADV. Clients
0 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-28-2025
- Office Locations
- 1
Office Locations
1 Gatehall Drive Suite 307 Parsippany NJ
About Cadia Private Client LLC
Cadia Private Client, LLC is a Parsippany, NJ registered investment adviser providing fiduciary investment management and professional financial advice for individuals and families, with an emphasis on retirement and navigating major life transitions. Managing partners include a CFA/FRM with Wall Street hedge fund CFO/COO experience. Custody includes Fidelity/NFS.
Team overview
37 AVG AGE
$96.3M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
0.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Momentum North
Custodian
Alpha pioneer Matrix momentum
Investment Themes
Signal
Investment Vehicles
Atlas Timber
Services
Delta Matrix Glacier
Owner & Executives
V
Vincent G Maffucci
Chief Compliance Officer, Managing Member
- CRD
- #4279019
- Ownership
- 50% but less than 75%
(763) 346-5488
pathway.pathway@vertexcapital.com
in linkedin.com/in/beacon-alpha
M
Martin D Matousek
Managing Member
- CRD
- #5384605
- Ownership
- 50% but less than 75%
(965) 518-8765
ridge.ember@peakcapital.com
in linkedin.com/in/insight-element
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,533,399 | $395,346 |
| Non-Discretionary | $0 | -- |
| Total | $192,533,399 | $395,346 |
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Separately Managed Accounts
Total SMA Asset: $192,533,399
Public Funds:
8.2% Cash:
20.8% Equity - Exchange:
36.6% U.S. Government/Agency:
23.2% Private Funds:
11.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $644,451,285 | 8.2% |
| Cash | $1,634,705,698 | 20.8% |
| Equity - Exchange | $2,876,453,296 | 36.6% |
| U.S. Government/Agency | $1,823,325,587 | 23.2% |
| Private Funds | $880,226,145 | 11.2% |
| Total | $7,859,162,011 | 100.0% |